Australia And New Zealand Banking Group Ltd. Retirement Savings Plan — Form 5500 plan (Australia & New Zealand Banking Group Limited (Anz))
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Australia And New Zealand Banking Group Ltd. Retirement Savings Plan is a benefit plan reported by Australia & New Zealand Banking Group Limited (Anz) under EIN 13-2623463 and plan number 007. The latest loaded filing year is 2023. The filing reports 220 participants and $66,431,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Australia & New Zealand Banking Group Limited (Anz)
- EIN
- 13-2623463
- Plan number
- 007
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $66,431,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241007161850NAL0027954784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,431,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,431,641
- Net assets (BOY)
- $53,022,979
Income & contributions
- Employer contributions
- $1,559,310
- Participant contributions
- $2,420,006
- Total contributions
- $4,111,794
- Total income / additions
- $14,505,548
Expenses & distributions
- Benefits paid
- $1,039,022
- Administrative expenses
- $57,864
- Total expenses
- $1,096,886
- Net increase / (decrease)
- $13,408,662
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $33,040 | not reported in the loaded dataset | 2023 |
| Aon | NONE | $11,974 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer | NONE | $9,775 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $1,350 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Australia & New Zealand Banking Group Limited (Anz)
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Capfinancial Partners LLC — Schedule C compensation
- Aon — Schedule C compensation
- Caron & Bletzer — Schedule C compensation
- T Rowe Price Rps Inc — Schedule C compensation